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iShares MBS ETF
MBB

Overview Fund Activity

316 hedge funds and large institutions have $10.6B invested in iShares MBS ETF in 2018 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 129 increasing their positions, 101 reducing their positions, and 40 closing their positions.

Holders
316
Holders Change
-8
Holders Change %
-2.47%
% of All Funds
7.24%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.41%
New
36
Increased
129
Reduced
101
Closed
40
Calls
–
Puts
$1.14M
Net Calls
-$1.14M
Net Calls Change
-$585K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$262M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$339M
3
Bank of America
3
Bank of America
North Carolina
$5.31B
4
Barclays
4
Barclays
United Kingdom
$118M
5
BlackRock
5
BlackRock
New York
$221M

Top Sellers

1
State Street
1
State Street
Massachusetts
$0
2
Jane Street
2
Jane Street
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$275K
4
UBS Group
4
UBS Group
Switzerland
$89.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$216M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$11.4M – – –
MD
52
Money Design
Japan
$11.4M +$978K +9,391 +9%
BTS
53
BB&T Securities
Virginia
$10.9M +$1.52M +14,624 +16%
First Trust Advisors
54
First Trust Advisors
Illinois
$10.9M -$1.13M -10,826 -9%
Allianz Asset Management
55
Allianz Asset Management
Germany
$10.9M -$271K -2,601 -2%
NC
56
NewSquare Capital
Pennsylvania
$10.7M +$4.87M +46,809 +83%
UBS AM
57
UBS AM
Illinois
$10.2M -$10.3M – –
NAM
58
NorthCoast Asset Management
Connecticut
$10M +$10M +96,401 New
HH
59
Hilltop Holdings
Texas
$9.89M +$7.87M +75,575 +391%
CWM
60
Cornerstone Wealth Management
Missouri
$9.02M +$8.93M +927,181 +9,837%
VFA
61
Voya Financial Advisors
Connecticut
$8.71M +$2.18M +20,944 +33%
PA
62
Parkside Advisors
California
$8.37M +$293K +2,809 +4%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$8.35M +$7.95M +76,268 +1,971%
QI
64
QS Investors
New York
$7.87M -$820K -7,867 -9%
Betterment LLC
65
Betterment LLC
New York
$7.41M +$1.44M +13,781 +24%
ERIM
66
Eagle Ridge Investment Management
Connecticut
$7.05M -$92.7K -890 -1%
RT
67
Rockland Trust
Massachusetts
$6.93M +$2.06M +19,727 +42%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$6.72M -$324K -3,106 -5%
AG
69
Advisor Group
Arizona
$6.28M -$722K -6,924 -10%
FAAS
70
First Allied Advisory Services
California
$6.16M +$98.7K +946 +2%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$5.99M +$117K +221 +2%
IWA
72
Independence Wealth Advisors
Virginia
$5.97M +$307K +2,945 +5%
ACI
73
Alpha Cubed Investments
California
$5.93M -$343K -3,296 -5%
CB
74
Commerce Bank
Missouri
$5.92M +$363K +3,486 +7%
BFEC
75
Benjamin F. Edwards & Company
Missouri
$5.7M +$116K +1,111 +2%
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3
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